Oman College of Management & Technology
COURSE SYLLABUS
Administrative and Financial Sciences Department
Course Code & Title
Semester
Instructor
Class Schedule
Office Hours
Web Site
E-mail
303403- Portfolio Management
2015/2016
Dr. S M Tariq Zafar
Section 1-Room No- 207- Time: 13.00-14.30 – Mon- Wed
Sunday, Tuesday, Thursday, Monday, Wednesday
www.omancollege.edu.om/SyedZafar
syed.zafar@omancollege.edu.om
Teaching Methods:
The class sessions will be based on the following teaching and learning activities:  Series of Lectures
 Problem base Discussion between students and faculty
 Case studies based on topics covered for exposure
 Assignments as and when required by the faculty in order to analyze the potential of
students. Assignment will be according to Problem Base Learning on existing Global
Stock Market Crises and other Financial Related issues
Course Description:
The course introduces key concepts and strategy that concern the enhancement of strategic
skills and competitive expertise in the field of Portfolio Management. The course
demonstrates and introduces students to the growing competitive field of financial sector
(Portfolio Management) and its everlasting importance.
Course Objectives:
• To impart in-depth knowledge, exposure and expertise to the students regarding
Portfolio Management in the field of Financial Management.
• To develop and understanding of the underlying issues such as Financial
Globalization, Requirement of Funds to cater the Business need, Movement of Stock
Trend, Impact of Inflation on Stock, Impact of Interest rate on stock, Risk, Return &
Diversification, Portfolio Construction, Evaluation, Security Analysis, Fundamental
Analysis, Technical Analysis, Difference between Fundamental Analysis and
technical analysis, Modern Portfolio Theories, Classical portfolio theories, Difference
and Similarities in Modern Portfolio Theories and Traditional Theories,
Learning Outcomes:
Upon the completion of the course students are expected to be able to:
 Student will become able to analyze recent emerging issues in the field of
Portfolio Management.
 Students will become able to understand Portfolio construction and its
evaluation.
Syllabus
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 Student will become able to analyze risk return and diversification in the field
of Portfolio Management.
 Students will become able to understand the importance of investment and
role of portfolio management in respect to protect the investment and to
increase stable return in present volatile financial securities market.
Course Time Table:
Week
Topics
Introduction to Portfolio, What is ‘‘Portfolio?
1
What is 'Portfolio Management?' Meaning, Importance, Passive and
2
Active Portfolio Management
Phases of Portfolio Management, Security Analysis:
3
What is Fundamental Analysis, Kind of Fundamental Analysis:
4
What is Technical Analysis, Difference Between Fundamental Analysis and
5
Technical Analysis,
6
Difference between portfolio management and financial planning
(Problem Base Learning)Case Study of prevailing global crises
7
First Exam
7
8
9
10
11
12
13
14
15
16
Portfolio Analysis, Portfolio Selection
Portfolio Revision, Portfolio Evaluation
Traditional Portfolio theories, Modern Portfolio Theories Efficient market theory
(EMH), Random walk, Fair Game Concept, CAPM Model, Arbitrage Pricing
Model, Markowitz Efficient Frontier Model, William F Sharp Single Index
Model, Fisher Black Noise Theory, Random Walk theory
Modern Portfolio Theories Continued
Modern Portfolio Theories Continued
(Problem Base Learning ) Case Study and Revision
Second Exam
Investment, Meaning, Characteristics of Investment, Objectives of Investment
Investment and Speculation, Investment and Gambling
Risk, Elements of risk, Measurement of risks
Share valuation, Bond Valuation
Final Exam
Students Activity:
 Assignments
 Group Presentation
Textbook/References:



Feigenbaum, Armand Vallin (1961), Total Quality Control, McGrawHill, OCLC 250573852
Charles W. L. Hill (1999), International Business: Competing in the Global Marketplace,
ISBN-13: 978-0073654874, Edition: 3rd
Ravi Kalakota & Marcia Robinson (2000), E-Business 2.0: Roadmap for Success,
Addison-Wesley Professional; ISBN-13: 978-0201721652, Edition: 2
Syllabus
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

Sally Richards (2001) , Inside Business Incubators and Corporate Ventures, Wiley
Publishers, ISBN-13: 978-0471418641, Edition 1
Handouts will be provided related to Virtual Organization, BPR and Institutionalism
Performance Evaluation:
The grade will be based upon the following:
 First Exam
20%
 Second Exam
20%
 Class Participation & Activity
10%
 Final Exam
50%
Student Responsibility:
 Mobile phones must be turned off during class time.
 Students are expected to participate in class discussion and critiques. Failure to do so
will result in grade reduction.
 Students are expected to follow OCMT’s standardized attendance policy. Lecture
attendance is mandatory. Students are allowed maximally of 15% absentia of the total
module hours.
 Students are required to work on projects in and outside of class, and must complete all
assignments.
 Meeting all deadlines and complete all assignments, (Late papers will not be
accepted).
 Maintaining discipline in class.
 Coming on time and staying till class is over.
Syllabus
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